Civic Intelligence

Carmel Hills Retirement Comm

990 • Fiscal year 2022 • EIN 58-1307937

May 01, 2021 to Apr 30, 2022 • Filed on Oct 07, 2022

Organization Profilewww.carmelhills.org

View Organization Page

2801 Carmel RoadCharlotte, NC 28226

(704) 364-8302

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.78x

Higher debt load relative to assets than 58% of similar nonprofits.

2022 filings • NTEE L • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

46th percentile

0.84x

Higher debt load relative to revenue than 46% of similar nonprofits.

2022 filings • NTEE L • $1M-$5M nonprofits • Source year 2022

Net Margin

56th percentile

-1.2%

Higher net margin than 56% of similar nonprofits.

2022 filings • NTEE L • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$92,975

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2022 filings • NTEE L • $1M-$5M nonprofits • Source year 2022

Asset Growth

88th percentile

20%

Faster asset growth than 88% of similar nonprofits.

2022 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

8.8%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Flat

$3,669,843

Flat from 2022

Net Assets

Flat

$821,045

Flat from 2022

Liabilities

Flat

$2,848,798

Flat from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin56th percentile

Revenue

Flat

$3,393,673

Flat from 2022

Expenses

Flat

$3,432,749

Flat from 2022

Net Income

Flat

-$39,076

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$2.0M$0-$2.0MAssets 2011: $2,434,828Liabilities 2011: $2,927,042Net Assets 2011: -$492,2142011Assets 2012: $2,409,175Liabilities 2012: $2,769,358Net Assets 2012: -$360,1832012Assets 2013: $2,870,724Liabilities 2013: $3,241,097Net Assets 2013: -$370,3732013Assets 2014: $3,070,628Liabilities 2014: $3,137,385Net Assets 2014: -$66,7572014Assets 2015: $3,419,129Liabilities 2015: $3,202,352Net Assets 2015: $216,7772015Assets 2016: $3,940,075Liabilities 2016: $3,449,482Net Assets 2016: $490,5932016Assets 2017: $3,597,099Liabilities 2017: $2,865,078Net Assets 2017: $732,0212017Assets 2018: $3,588,885Liabilities 2018: $2,738,363Net Assets 2018: $850,5222018Assets 2019: $3,581,489Liabilities 2019: $2,824,705Net Assets 2019: $756,7842019Assets 2020: $3,587,337Liabilities 2020: $2,720,162Net Assets 2020: $867,1752020Assets 2021: $3,066,855Liabilities 2021: $2,203,494Net Assets 2021: $863,3612021Assets 2022: $3,669,843Liabilities 2022: $2,848,798Net Assets 2022: $821,0452022Assets 2022: $3,669,843Liabilities 2022: $2,848,798Net Assets 2022: $821,0452022Assets 2023: $3,319,027Liabilities 2023: $2,757,791Net Assets 2023: $561,2362023Assets 2024: $3,442,451Liabilities 2024: $2,611,858Net Assets 2024: $830,5932024Assets 2025: $3,649,899Liabilities 2025: $2,916,073Net Assets 2025: $733,8262025

Highlighted filing

2022

Assets$3,669,843
Liabilities$2,848,798
Net Assets$821,045
Open 2022 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $2,143,9042011Expenses 2012: $2,131,4522012Expenses 2013: $2,246,0382013Revenue 2014: $2,580,949Expenses 2014: $2,282,938Net Income 2014: $298,0112014Revenue 2015: $2,660,767Expenses 2015: $2,380,034Net Income 2015: $280,7332015Revenue 2016: $2,845,388Expenses 2016: $2,529,646Net Income 2016: $315,7422016Revenue 2017: $2,834,491Expenses 2017: $2,606,616Net Income 2017: $227,8752017Revenue 2018: $2,884,435Expenses 2018: $2,780,164Net Income 2018: $104,2712018Revenue 2019: $2,808,260Expenses 2019: $2,919,881Net Income 2019: -$111,6212019Revenue 2020: $3,077,955Expenses 2020: $2,967,564Net Income 2020: $110,3912020Revenue 2021: $3,120,422Expenses 2021: $3,124,236Net Income 2021: -$3,8142021Revenue 2022: $3,393,673Expenses 2022: $3,432,749Net Income 2022: -$39,0762022Revenue 2022: $3,393,673Expenses 2022: $3,432,749Net Income 2022: -$39,0762022Revenue 2023: $3,548,068Expenses 2023: $3,807,877Net Income 2023: -$259,8092023Revenue 2024: $3,987,744Expenses 2024: $3,718,387Net Income 2024: $269,3572024Revenue 2025: $3,776,405Expenses 2025: $3,873,172Net Income 2025: -$96,7672025

Highlighted filing

2022

Revenue$3,393,673
Expenses$3,432,749
Net Income-$39,076
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Oct 7, 2022
Return Version
2021v4.0
Gross Receipts
$3,394,801
Mission and Program Overview

Mission

The main objective of Carmel Hills is to maintain and operate a retirement home by carrying out educational, religious, recreational and other programs. Carmel Hills also maintains a health care center and carries on such other work in the overall charitable field of services to the aged as may be appropriate.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,149,745$1,896,333▲ $746,588
Land, Buildings, and Equipment, Net$1,696,265$1,545,803▼ $150,462
Investments in Publicly Traded Securities$146,210$143,478▼ $2,732
Prepaid Expenses and Deferred Charges$35,407$42,697▲ $7,290
Loans From Officers Directors$68,500$33,000▼ $35,500
Inventories for Sale or Use$20,435$28,639▲ $8,204
Accounts Receivable$18,793$12,893▼ $5,900
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$3,066,855$3,669,843▲ $602,988
Other Assets Total-$0-
Liabilities
Other Liabilities$1,655,639$2,200,662▲ $545,023
Unsecured Notes Loans Payable$344,667$380,167▲ $35,500
Mortgage Notes Payable Secured by Investment Property$37,228$97,228▲ $60,000
Accounts Payable and Accrued Expenses$78,392$81,713▲ $3,321
Deferred Revenue$19,068$56,028▲ $36,960
Total Liabilities$2,203,494$2,848,798▲ $645,304
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$790,430$742,990▼ $47,440
Net Assets With Donor Restrictions$72,931$78,055▲ $5,124
Total Net Assets Fund Balance$863,361$821,045▼ $42,316
Total Liabilities and Net Assets / Fund Balance$3,066,855$3,669,843▲ $602,988

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$926,702$2,828,865$3,755,567
Other Land Buildings$268,448$844,375$1,112,823
Leasehold Improvements$89,433$187,818$277,251
Land$200,667-$200,667
Equipment$60,553$81,160$141,713
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gabriel IorgaAdministratorFT$92,975$92,975

Board Members and Trustees

NameTitle
Steve McDonaldPresident
Robert McGartyVice President
Joe YouannasDirector
Larry StasselDirector
Paul PalmerDirector
Peter KeddisDirector
Craig RobsonAsst Secretary
Sam JeanjaquetSecretary
Paul Palmer JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$379,687
Program Service Revenue
$2,986,374
Investment Income
$4,777
Other Revenue
$22,835
All Other Contributions
$379,687
Change in Net Assets
$-39,076

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,245,112
Revenue Not Reported on Financial Statements
$148,561
Revenue Not Reported on Form 990
$-3,240
Other Revenue Adjustments
$148,561
Total Revenue per Audited Statements
$3,241,872
Total Revenue per Form 990
$3,393,673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,730,217
Other Expenses$1,549,971
Grants and Similar Amounts Paid$152,561
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,112,834$254,643-$1,367,477
Fees for Services Other$531,882$14,767-$546,649
Occupancy$261,329$3,428-$264,757
Depreciation Depletion$216,804$2,845-$219,649
Other Employee Benefits$122,231$27,994-$150,225
Grants to Domestic Individuals$148,561--$148,561
Payroll Taxes$90,970$20,787-$111,757
Insurance$78,890$15,728-$94,618
Current Officers, Directors, Trustees, and Key Employees$75,682$17,293-$92,975
All Other Expenses$28,757$22,011-$50,768
Advertising-$47,636-$47,636
Travel$28,998--$28,998
Interest$25,576--$25,576
Office Expenses-$16,231-$16,231
Other Expenses$14,193--$14,193
Pension Plan Contributions$6,334$1,449-$7,783
Grants to Domestic Orgs$4,000--$4,000
Total Functional Expenses$2,987,937$444,812$0$3,432,749

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,432,749
Expenses per Audited Statements$3,284,188
Total Expenses per Audited Statements$3,284,188
Expenses Not Reported on Financial Statements$148,561
Other Expense Adjustments$148,561
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$68,500$33,000▼ $35,500
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unamortized entrance fees$1,462,811
Refundable entrance fees$730,209
Annuities payable$6,642
Deposits$1,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Directors Paul Palmer and Paul Palmer, Jr. are father and son. Administrative Assistant Hannah Bassett is the daughter of Board President Steve McDonald.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of form 990 will be provided to each member of the board for review and approval before the return is filed. Before it is filed, the board must review the Form 990 and the IRS requires an explanation of the process. The review process can be performed during a board meeting where board members are able to vote to approve the Form. The process and the discussion should be documented in the board minutes.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Annually each Director, Officer, Advisor, Employee and Volunteer shall complete a conflict of interest disclosure form which shall be reviewed by the Board President, Administrator, or appointed committee.If at any time a Director, Advisor, or committee member becomes aware of a conflict of interest, such information shall be disclosed and reported. Such person shall not attempt to exert his or her personal influence with respect to the matter, either at or outside the meeting.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The organization follows the process described in treasury regulation 4958 (6) (C) for establishing the 'Rebuttable Presumption of Reasonableness' in the review, approval, and documentation of officer, key management, and director compensation. As part of the annual budgeting process, the entire Governing board reviews & approves the entire compensation package of each person based on comparability factors including but not limited to the size of the organization, the geographical location of the organization, and the employee's length of service. The governing body appoints a compensation committee to gather comparable data and to make recommendations to the board. This process is conducted on an annual basis for the following positions:Administrator.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Made available upon request.”

Filing and Contact Details

Filer

Filer Name
Carmel Hills Inc
EIN
58-1307937
Phone
7043648302
Address
2801 Carmel Road, Charlotte, NC 28226

Signing Officer

Name
Paul Palmer Jr
Title
Treasurer
Signed
2022-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gabriel Iorga
Formed
1977
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
61
Volunteers
3

Preparer

Firm
C DeWitt Foard & Co PA
Address
817 E Morehead St Ste 100, Charlotte, NC 28202
Preparer
Phillip G Wilson
Phone
7043721515
Supplemental Narrative

Financial Statement Notes

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Charity care $148561”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Charity care $148561”

Raw XML AppendixShowing 400 of 657 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm4Sam Jeanjaquet
IRS990/Form990PartVIISectionAGrp/PersonNm5Joe Youannas
IRS990/Form990PartVIISectionAGrp/PersonNm6Paul Palmer Jr
IRS990/Form990PartVIISectionAGrp/PersonNm7Peter Keddis
IRS990/Form990PartVIISectionAGrp/PersonNm8Paul Palmer
IRS990/Form990PartVIISectionAGrp/PersonNm9Craig Robson
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IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
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IRS990/InterestGrp/ProgramServicesAmt025576
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IRS990/MissionDesc0The main objective of Carmel Hills is to maintain and operate a retirement home by carrying out educational, religious, recreational and other programs. Carmel Hills also maintains a health care center and carries on such other work in the overall charitable field of services to the aged as may be appropriate.
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IRS990/NetAssetsOrFundBalancesEOYAmt0821045
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1128
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1128
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-3240
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0790430
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0742990
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IRS990/OccupancyGrp/ManagementAndGeneralAmt03428
IRS990/OccupancyGrp/ProgramServicesAmt0261329
IRS990/OccupancyGrp/TotalAmt0264757
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt016231
IRS990/OfficeExpensesGrp/TotalAmt016231
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt027994
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0122231
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0150225
IRS990/OtherExpensesGrp/Desc0Food
IRS990/OtherExpensesGrp/Desc1Medical expense
IRS990/OtherExpensesGrp/Desc2Dietary supplies
IRS990/OtherExpensesGrp/Desc3Personal care supplies
IRS990/OtherExpensesGrp/ProgramServicesAmt0181983
IRS990/OtherExpensesGrp/ProgramServicesAmt134853
IRS990/OtherExpensesGrp/ProgramServicesAmt224060
IRS990/OtherExpensesGrp/ProgramServicesAmt314193
IRS990/OtherExpensesGrp/TotalAmt0181983
IRS990/OtherExpensesGrp/TotalAmt134853
IRS990/OtherExpensesGrp/TotalAmt224060
IRS990/OtherExpensesGrp/TotalAmt314193
IRS990/OtherLiabilitiesGrp/BOYAmt01655639
IRS990/OtherLiabilitiesGrp/EOYAmt02200662
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IRS990/OtherRevenueMiscGrp/Desc0Guests Income
IRS990/OtherRevenueMiscGrp/Desc1Meals Income
IRS990/OtherRevenueMiscGrp/Desc2Sales Tax Refund
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02828
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt13349
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt213162
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02828
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13349
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt213162
IRS990/OtherRevenueTotalAmt022835
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0254643
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01112834
IRS990/OtherSalariesAndWagesGrp/TotalAmt01367477
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020787
IRS990/PayrollTaxesGrp/ProgramServicesAmt090970
IRS990/PayrollTaxesGrp/TotalAmt0111757
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01449
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06334
IRS990/PensionPlanContributionsGrp/TotalAmt07783
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt035407
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt042697
IRS990/PrincipalOfficerNm0Gabriel Iorga
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc0Application Fees
IRS990/ProgramServiceRevenueGrp/Desc1Early Reservation
IRS990/ProgramServiceRevenueGrp/Desc2Earned Entrance Fees
IRS990/ProgramServiceRevenueGrp/Desc3Late Fees
IRS990/ProgramServiceRevenueGrp/Desc4Resident Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2343186
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42635888
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2343186
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42635888
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0564602
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0138428
IRS990/PYInvestmentIncomeAmt0-28529
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01123574
IRS990/PYOtherRevenueAmt013669
IRS990/PYProgramServiceRevenueAmt02570680
IRS990/PYRevenuesLessExpensesAmt0-3814
IRS990/PYSalariesCompEmpBnftPaidAmt01862234
IRS990/PYTotalExpensesAmt03124236
IRS990/PYTotalRevenueAmt03120422
IRS990/QuidProQuoContributionsInd0false
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-39076
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt01896333
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt024850
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt015900
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt071100
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0564602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0240442
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0289092
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt07784

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,669,843
Liabilities
$2,848,798
Net assets
$821,045
Revenue
$3,393,673
Expenses
$3,432,749
Net income
-$39,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$2.92$0.73$3.78$3.87$0.10
2024Summary only. Only limited summary data is available for this year.$3.44$2.61$0.83$3.99$3.72$0.27
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$2.76$0.56$3.55$3.81$0.26
2022Detailed filing. Detailed filing data is available for this year.$3.67$2.85$0.82$3.39$3.43$0.04
2022Summary only. Only limited summary data is available for this year.$3.67$2.85$0.82$3.39$3.43$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$2.20$0.86$3.12$3.12$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$2.72$0.87$3.08$2.97$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$2.82$0.76$2.81$2.92$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$2.74$0.85$2.88$2.78$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$2.87$0.73$2.83$2.61$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.94$3.45$0.49$2.85$2.53$0.32
2015Detailed filing. Detailed filing data is available for this year.$3.42$3.20$0.22$2.66$2.38$0.28
2014Detailed filing. Detailed filing data is available for this year.$3.07$3.14$0.07$2.58$2.28$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$3.24$0.37$2.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$2.77$0.36$2.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.43$2.93$0.49$2.14